Latticework by MOI Global

Latticework by MOI Global

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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Jun 14, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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In this digest, we bring you the most insightful free online content, curated by the team at MOI Global. This substack aspires to be a platform for your growth, whether you are on the hunt for great ideas, looking to learn from great investors, or building a great investment firm.



11 Articles We Are Reading This Week

  1. Best days - Cliff Asness

  2. Hypotheses - Polymath Investor

  3. Going broke - Ray Dalio

  4. Great recession - Scott Sumner

  5. Stellar societies - Eric Markowitz

  6. Death of growth - Javier Perez

  7. Migrate to survive - Joachim Klement

  8. Flex compensation - Thomas Reiner

  9. Long game of trust - Kevin Carpenter

  10. Evaluating resilience - Todd Wenning

  11. Quest to remove friction - Rohit Krishnan

Letters, Presentations, Writeups…

Industry Insights: AI | apparel retail | banking | biotech | gaming | housing | internet search | payment processing | real assets | software

Letters: Ace River | Donville Kent | GDS | Fairlight | Merrill | Sohra Peak

Company Insights: AutoNation | Broadcom | Howden Joinery | Paypal | Sable Offshore | Sasol | Telefonica Brasil | Trager Grills

Company Slides: ABM Industries | America’s Car-Mart | Core & Main | GitLab | Graham | Inditex | J.M. Smucker | Skillsoft | UNFI | Victoria’s Secret


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“A superior investor is one who, after his mistakes, remains humble and disciplined, and never assumes he's found all the answers.” —Howard Marks

5 Videos We Are Watching This Week

  1. Grit - Zoom founder Eric Yuan on refreshing the company culture

  2. Norges - Wharton Prof. Ethan Mollick on harnessing AI's potential

  3. DoubleLine - Jeffrey Gundlach on increasingly surreal disconnects

  4. India Opportunity - Prof. Sanjay Bakshi on value-oriented investing

  5. Knowledge Project - Reed Hastings on Netflix’s game-changing bet

5 Podcasts We Are Listening to This Week

  1. BG2 - Bill Gurley and Brad Gerstner on AI, rare earths, and China

  2. Dwarkesh - Ken Rogoff on China, inflation, the coming debt crisis

  3. Value Perspective - Herb Greenberg on social media, short selling

  4. Value After Hours - John Huber on small-cap value and the Mag 7

  5. Joys of Compounding - Will Thorndike revisits “The Outsiders”


Member Updates & Events

The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.

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